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PhotonCap
PhotonCap
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Seeing tech through a different wavelength. Photonics & semiconductor research
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Recent Articles
The More Anthropic Buys Micron HBM, the Faster Optical Memory Pooling Arrives
Optics expert PhotonCap uses the recent Micron and Anthropic agreement as a starting point to explain why the memory bottleneck in AI infrastructure is becoming a structural problem.
The piece breaks down why HBM shortages are lifting the broader DRAM market, and why the next path toward memory disaggregation may make optics increasingly important.
AAOI: Down 37% From Its Peak. Opportunity or Trap?
AAOI has become one of the most difficult AI optics stocks to read: up more than 550% over the past year, yet down 37% from its May peak. This article looks past the chart and reframes AAOI not as a simple transceiver assembler, but as a vertically integrated InP laser-to-module company. The key question is whether the recent selloff is …